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Multi-Asset Investment Associate - £Exc + benefits

Our client, an independent, London-based, Private Investment Office, is looking for a Multi-Asset Investment Associate to join the team on a permanent basis. They oversee approximately $1.5BN of capital for their clients, providing a mix of discretionary and advisory investment management services. Their philosophy is grounded in the multi-asset class endowment approach used by many of the most sophisticated investors in the US and Europe.

Roles & Responsibilities

  • Supporting the CIO with new due diligence projects and refreshing coverage of current external managers across asset classes (credit, equity, absolute return, private equity, real estate, venture capital).

  • Supporting the CIO with macro-economic analysis to drive thinking around portfolio construction and rebalancing.

  • Assisting with client portfolio management, including ongoing review and maintenance of portfolios within investment guidelines.

  • Preparing materials for client meetings (e.g. quarterly performance reports).

  • Operational support where required (e.g. checking statements, reconciliation of performance across internal and external systems).

  • General client service – assisting Portfolio Managers in strengthening client relationships.

Experience & Qualifications

  • First class academic background, up to degree level from a leading university.

  • Minimum A-level qualifications (or equivalent) in Mathematics, Economics or have done a quantitative degree.

  • 2 to 3 years of work experience in a relevant field – e.g. a (multi) family office, endowment fund, asset manager, or a strategy consultant with project experience in financial services.

  • Knowledge of and interest in financial markets.

  • High level of attention to detail.

  • Strong verbal and written communication skills.

  • Highly proficient in the use of Microsoft Excel and PowerPoint.

To hear more about this exciting opportunity, please contact Rob Cook on 020 7847 8870 or email your CV to

Ref: RC733157

Please note: that due to the high volume of applicants responding to our adverts we are regrettably not able to feed back on all applications; only successful candidates will be contacted.

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